No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
Very satisfied with Simon’s direction and advice.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Excellent Financial adviser.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
Kath, my financial advisor provided excellent advice for my current situation.
My investment did well, even in difficult world-wide conditions.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
My original setup is very good, they offer sound financial advice.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.